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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
EGA
3226
E&G Advisors
Texas
$127M +$20.1M +19% 2.16% 97.7% 86 13.95% 0.2
FVCM
3227
F&V Capital Management
Florida
$127M +$1.28M +1% 3.66% 123% 66 16.67% 0.6
IWC
3228
Integrated Wealth Counsel
California
$127M -$9.49M -7% 1.91% 8.52% 196 17.86% 0.7
MM
3229
Meridian Management
Arkansas
$126M +$595K +0.5% 3.85% 57.8% 62 8.06% 0.7
NA
3230
NS Advisors
Connecticut
$126M +$3.01M +2% 5.71% 16.3% 15 13.33% 0.6
Sandell Investment Services
3231
Sandell Investment Services
New York
$126M +$21M +20% 0.6% – 29 55.17% 0.3
Brave Asset Management
3232
Brave Asset Management
New Jersey
$126M +$1.11M +0.9% 1.81% 76.3% 446 7.17% 0.2
LI
3233
Longer Investments
Arkansas
$126M -$2.1M -2% 2.33% 20.4% 51 47.06% 0.5
Sequent Asset Management
3234
Sequent Asset Management
Texas
$126M +$7.74M +7% 3.15% 51.3% 55 12.73% 0.6
Blume Capital Management
3235
Blume Capital Management
California
$126M +$5.06M +4% 2.11% 96.9% 296 31.76% 0.2
LFG
3236
LifePlan Financial Group
Ohio
$126M -$20.7M -14% 1.68% 20.2% 293 15.7% 0.6
Corbenic Partners
3237
Corbenic Partners
Pennsylvania
$126M +$20.7M +20% 0.99% – 126 28.57% 0.5
Adirondack Trust Company
3238
Adirondack Trust Company
New York
$125M +$2.01M +2% 1.4% 96.7% 319 7.84% 0.7
SM
3239
SCFF Management
California
$125M -$43.4M -26% 16.8% – 4 0% 0.6
Hayek Kallen Investment Management
3240
Hayek Kallen Investment Management
Alabama
$125M -$3.12M -2% 1.8% 71.9% 60 6.67% 0.7
Bennicas & Associates
3241
Bennicas & Associates
California
$125M -$5.8M -4% 3.22% 40.3% 86 4.65% 0.7
Forty4 Asset Management
3242
Forty4 Asset Management
Illinois
$125M -$188M -60% 6.9% – 232 82.76% 0.2
Summit Asset Management
3243
Summit Asset Management
Tennessee
$125M -$1.65M -1% 1.31% 48.9% 92 11.96% 0.7
LVZ Inc
3244
LVZ Inc
Michigan
$125M +$2.93M +2% 1.74% 52.9% 24 8.33% 0.2
Shayne & Jacobs LLC
3245
Shayne & Jacobs LLC
Tennessee
$125M +$4.94M +4% 5.24% 79.4% 23 0% 0.7
Trees Investment Counsel
3246
Trees Investment Counsel
Illinois
$125M -$969K -0.8% 2.92% – 58 3.45% 0.7
Founders Capital Management (Connecticut)
3247
Founders Capital Management (Connecticut)
Connecticut
$125M +$6.26M +5% 2.39% 88.9% 42 16.67% 0.2
Cordasco Financial Network
3248
Cordasco Financial Network
Florida
$125M -$10.6M -8% 3.14% 31.1% 320 21.25% 0.2
Shah Capital Management
3249
Shah Capital Management
North Carolina
$125M -$8.28M -6% 0.94% 287% 17 23.53% 0.6
Black Diamond Capital Management
3250
Black Diamond Capital Management
Connecticut
$125M -$1.86M -1% 4.5% 28.3% 4 0% 0.3